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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,084 | $168,636-59.6% | $147,618-53.9% | $125,388-45.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.98% | 77.65%-81.6pp | 61.98%-66.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $5,197 | $6,252-16.9% | $5,565-6.6% | $4,866+6.8% |
| Participant deferral / active EE | $6,610 | $5,507+20.0% | $4,895+35.0% | $5,352+23.5% |
| Admin fee / account holder | $206 | $13,580-98.5% | $11,612-98.2% | $9,541-97.8% |